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The Pilot Money Guys Podcast

The Pilot Money Guys discuss financial topics that are important for every aviation professional, along with airline news and aviation stories. It’s brought to you by former and current airline professionals and financial planners. You can listen to the Pilot Money Guys on Apple Podcasts, Spotify, and Stitcher Radio.

Flight #49: The Story of a Father, The Markets Have No Memory and the Obsession with Recessions

by leadingedgedev

Jan 27, 2023

Pilot Money Guys: Flight #49: The Story of a Father, The Markets Have No Memory and the Obsession with RecessionsAirline News• Delta Airline Pilot Contract Updates:• https://www.cnbc.com/2022/12/03/delta-pilots-would-get-more-than-30percent-in-pay-raises-under-new-contract-deal.html• The agreement includes an 18% increase on the day the contract is signed, then a 5%  increase one year later and two 4% raises in each of the […]

Flight #48: Financial Highlights of 2022 in Review, new 401k IRA limits, Secure Act 2.0 RMD changes and more…

by leadingedgedev

Jan 13, 2023

Pilot Money Guys: Flight #48: Financial Highlights of 2022 in Review, new 401k IRA limits, Secure Act 2.0 RMD changes and more… Flight #48: New 401k, IRA Limits New SECURE ACT 2.0 Airline News: New IRA, 401k401(a)17 and 415 Limits Secure Act 2.0 Highlights: Setting Every Community Up for Retirement Enhancement (SECURE) Act…originally passed in […]

Flight #47: Charlie and Rob’s Top 5 (Personal) Lesson’s Learned from 2022

by leadingedgedev

Dec 30, 2022

Pilot Money Guys: Flight #47: Charlie and Rob’s Top 5 (Personal) Lesson’s Learned from 2022 Q&A: Most common client questions lately: The whole world is going into a recession! What is a recession? Schwab “dominoes” diagram…there’s only a few things missing to be in a recession – Labor market weakness, EPS growth falls, NBER (Nat’l […]

Flight #46 – Ignore the Noise and Cultivate a Framework for Investment Decision-Making That Brings Peace of Mind

by leadingedgedev

Dec 16, 2022

Pilot Money Guys: Flight #46 – Ignore the Noise and Cultivate a Framework for Investment Decision-Making That Brings Peace of MindResources:https://awealthofcommonsense.com/2013/08/ignore-noise/https://podcasts.apple.com/us/podcast/stay-wealthy-retirement-show/id1260181429?i=1000470057040 The NarrativeThere’s a lot going on…in the past few years; Covid, Stock Market stress, impending recession, inflation, politics…crypto collapse???Our audience is especially vulnerable to information (news) overload: Traveling; downtime pick up the phone and review […]

Flight #45: What is Sequence of Returns Risk and Why Should it Matter to You? Avoid Running out of Money In Retirement

by leadingedgedev

Dec 2, 2022

Pilot Money Guys: Flight #45: What is Sequence of Returns Risk and Why Should it Matter to You? Avoid Running out of Money In RetirementQ&A: Most common client questions lately:Election Lessons Learned:“Vote with your ballot not yourlife savings.”~Dimensional founder David Boothhttps://my.dimensional.com/elect-to-leave-your-portfolio-aloneWill the stock market do worse now that xxx party has won and the election […]

Flight #44: Cash Flow Planning for Potential Airline Disability with Amelie Riendl

by leadingedgedev

Nov 18, 2022

Pilot Money Guys: Flight #44: Cash Flow Planning for Potential Airline Disability with Amelie Riendl Q&A: Most common client questions lately:Will I have to change my retirement goals or retirement income due to the down market? • Short-term risk versus long-term risk, taxes, inflation, overspending○ Sequence of return risk…○ https://www.schwab.com/learn/story/timing-matters-understanding-sequence-returns-risk• Worst year ever for bonds?○ […]

Flight #43: With Dimensional Fund Advisors, Vice President Apollo Lupescu

by leadingedgedev

Nov 4, 2022

Pilot Money Guys: Flight #43: With Dimensional Fund Advisors, Vice President Apollo Lupescu  Information about today’s podcast:Dimensional Fund Advisors (DFA) – https://us.dimensional.com/“The assets we(DFA)manage represent more than shares in a portfolio.  That money represents the savings, sacrifice, and dreams that investors have entrusted to us. We take this responsibility seriously. Founded in 1981, Dimensional has a […]

Flight #42: Why is the Fed Driving Us into a Recession and What is Deep Risk?

by leadingedgedev

Oct 21, 2022

Although a very difficult subject to face, these topics are important to plan around. In this first podcast of the series, we discuss what happens when you inherit money. We talk about the emotional decisions that must be made, the tax consequences, and how we believe inheritances should be handled.

Flight #41: What’s the Best Path for Young Pilots: Commercial, Cargo, Military, Fractional?

by leadingedgedev

Sep 23, 2022

Although a very difficult subject to face, these topics are important to plan around. In this first podcast of the series, we discuss what happens when you inherit money. We talk about the emotional decisions that must be made, the tax consequences, and how we believe inheritances should be handled.
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